Streamline the project creation process

The RFPIO HubSpot Connector allows revenue teams to launch and track RFP, RFI, RFQ, and Security Questionnaire projects from directly within HubSpot. HubSpot users get direct visibility into project completion status, without needing to log into the RFPIO platform. The integration can also be configured to send automated notifications and task assignments to project owners and SMEs, jumpstarting collaboration between revenue and proposal teams.

Connect

This integration requires both RFPIO and HubSpot. Learn more.

Always know the status of in-flight projects

The cloud-based RFP software platform uses patented import technology for all types of proposal documents, and exports polished responses onto templates or original files. A dynamic answer library serves as a content repository and collaboration hub, and is enhanced by an AI-powered content recommendation engine. Reports and dashboards give clear visibility into the proposal process—including project status and progress, and analytics for actionable insights.

How Does This Integration Complement HubSpot?

  • - The integration connects RFPIO Projects with HubSpot opportunities. Aligning RFPIO and HubSpot enables seamless collaboration between revenue and proposal teams, and provides visibility into the completion status of RFP's, RFI's, DDQ's and Security Questionnaire's across an organizations HubSpot user base - without requiring them to log into the RFPIO platform.
  • - HubSpot users can launch and track RFx projects directly within HubSpot, an can associate projects with new or existing HubSpot

Get started with RFPIO connected to HubSpot's software